J2T Recruiting
The firm is seeking an Associate Financial Planner to support financial planners in delivering comprehensive financial planning and investment management services to individuals and families. This role involves gathering client data, creating financial plans, and maintaining strong client relationships through effective communication and timely follow-up. The position offers a pathway for career advancement into a full financial planner role within 18-24 months for a self-motivated professional.
Accounting and Finance Recruiters, Permanent Placement, Contract Placement, Denver, Boulder, Ft. Collins, Longmont, Colorado Springs, and High Level Contracting
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J2T Recruiting.
J2T Recruiting didn’t post a salary, so this is our estimate from similar listings.
28% below the average for this role